News results for Archive

People Moves
14 July 2022

Change At Top Of UBS Wealth Management

UBS has announced an executive board reshuffle, as Tom Naratil steps down after 39 years at the...

Technology
14 July 2022

European WealthTech Inks Belgian Deal With Major Lender

The organisation has recently been through a rebranding exercise and its efforts won it a European...

Client Affairs
14 July 2022

Exclusive: Inflation Is Transitory – BRI Wealth Management

Dan Boardman-Weston, CEO and CIO at BRI Wealth Management, discusses with WealthBriefing the...

People Moves
14 July 2022

Who's Moving Where In Wealth Management? – Credit Suisse, Evelyn Partners, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Technology
13 July 2022

Digital Digest: The Latest Tech News – Wealth Dynamix, Banco Sabadell

The latest technology news in the wealth management sector from around the world. ...

Technology
13 July 2022

Family Offices Tech House Raises New Funding, Targets Singapore Market

In February this year, Eton Solutions launched AtlasFive 2.0. The new solution, its creators say,...

Investment Strategies
13 July 2022

JP Morgan Asset Management Goes Sour On Stocks

One of the world's largest asset management houses has pulled some of its exposures to equities,...

Financial Results
12 July 2022

Danske Bank Trims 2022 Earnings Forecast As Markets Go Sour

The bank is due to issue its interim report for 2022 on 22 July. Deteriorating market conditions...

People Moves
12 July 2022

Indosuez Wealth Management Names New Italy Chief

There's a new CEO in charge of the wealth manager's Italian business. ...

Compliance
12 July 2022

Compliance Corner: Binance, Iran – Media

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

Comment & Analysis results for Archive

Technology
25 March 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about...

Company Profiles
24 March 2021

Syz Group In Growth Mode After Business Revamp

The group’s three principal lines are now private banking/wealth management, private equity, and...

Technology
23 March 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...

Technology
22 March 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from...

Reports
5 March 2021

Updated Summary Of Banks', Wealth Managers' Financial Results - Q4, Full-Year 2020

Here is a summary of the major US banks' financial statements for the fourth quarter of 2020 and...

Strategy
22 February 2021

Generation Z: Understanding, Advising This Wired Cohort

As Gen Z clients come of age (some of which already are), it is important to ask new questions to...

Compliance
16 February 2021

EXCLUSIVE: Regulatory Overhaul Will Turbocharge EAM Sector - FINMA

The Swiss Financial Market Supervisory Authority speaks to WealthBriefing about the rule changes...

Strategy
11 February 2021

WEALTH TALK: Focus On Client Segmentation Strategy

This news service talks to a nationwide US wealth manager about the approach it takes to client...

Asset Management
5 February 2021

Disciplined Bitcoin Investing Can Pep Up Portfolios - Nickel Digital Asset Management

We talk to a founder of a new London-based investment firm that holds bitcoin. It argues that when...

Client Affairs
3 February 2021

The Case For Avoiding GameStop Craze

The surge in retail investor trading in shares such as computer games retailer GameStop, cinema...